Menu
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Buy Currently
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Sample Portfolio
Sample Portfolio Analysis
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Account Requirements
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
Municipal Bond Presentation
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
home
about us
Investment Approach
Client Service Approach
Market Analysis Summary
Mission Statement
Value Proposition
Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
MARKET RESEARCH
Featured Quarterly Newsletter
Featured Articles
Contrarian Notes Blog
Recent Quotes
View Full List
My Watchlist
Create Watchlist
Indicators
DJI
Nasdaq Composite
SPX
Gold
Crude Oil
Markets
Stocks
ETFs
Tools
Markets:
Overview
News
Currencies
International
Treasuries
Latest News about SGFY
Recent news which mentions SGFY
< Previous
1
2
3
4
5
Next >
12 Health Care Stocks Moving In Monday's Pre-Market Session
August 22, 2022
Tickers
AGLE
ANPC
APRE
BXRX
Tags
GRTS
KRBP
SGFY
From
Benzinga
Today’s Biggest Pre-Market Stock Movers: 10 Top Gainers and Losers on Monday
August 22, 2022
Tickers
ADES
AGLE
AMC
AMKR
Tags
PET
ADES
GSUN
From
InvestorPlace
Amazon, UnitedHealth Said To Be Pursuing Cathie Wood-Backed Healthcare Firm
August 22, 2022
Tickers
AAPL
AMZN
OPCH
SGFY
Tags
SGFY
M&A
News
From
Benzinga
Why AMC Entertainment Is Trading Lower By 33%; Here Are 31 Stocks Moving Premarket
August 22, 2022
Tickers
ADES
ADGI
AGLE
AMC
Tags
IONM
NVFY
OTIC
From
Benzinga
US Futures Begin Monday In Deep-Red: Analyst Sees Profit-Taking Bringing 'Buying Opportunity' While Traders Eye Fed's Jackson Hole Event
August 22, 2022
Tickers
AMC
SGFY
SPY
ZM
Tags
Market News
SPY
Dow futures
From
Benzinga
Once offering the worst return on Wall Street, cash is now looking like the best asset to own, says Morgan Stanley
August 22, 2022
Tickers
AAPL
AGG
AMC
AMZN
Tags
GCT
UK:CINE
AMC
From
MarketWatch
Signify Health And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
August 22, 2022
Tickers
ADGI
AEVA
AMZN
GCT
Tags
Pre/Market Outlook
Penny Stocks
AEVA
From
Benzinga
Amazon said to be among bidders to buy Signify Health
August 21, 2022
Tickers
AMZN
SGFY
Tags
SGFY
AMZN
From
MarketWatch
Expert Ratings for Signify Health
August 17, 2022
Tickers
SGFY
Tags
SGFY
BZI/AAR
Analyst Ratings
From
Benzinga
What 4 Analyst Ratings Have To Say About Signify Health
August 17, 2022
Tickers
SGFY
Tags
Benzinga
Market News
Analyst Ratings
From
Benzinga
Where Signify Health Stands With Analysts
August 17, 2022
Tickers
SGFY
Tags
Market News
Benzinga
Analyst Ratings
From
Benzinga
Could CVS Health Stock Help You Become a Millionaire?
August 11, 2022
Tickers
CVS
SGFY
Tags
CVS
SGFY
Market News
From
Motley Fool
Primary care has been evolving for years. Expect deals and partnerships as the market heats up
August 10, 2022
Tickers
AMZN
CANO
CVS
HUM
Tags
WMT
CVS
ONEM
From
MarketWatch
Cathie Wood Adds $4.5M Worth Of Teladoc Shares, Cuts Stake Further In This Healthcare Stock
August 10, 2022
Tickers
ARKK
MKFG
SGFY
TDOC
Tags
Broad U/S/ Equity ETFs
News
MKFG
From
Benzinga
GameStop, Signify Health And Some Other Big Gainers From Monday
August 09, 2022
Tickers
AMC
AMR
APP
ASAN
Tags
MEGL
MNDY
APP
From
Benzinga
Why Karuna Therapeutics Jumped Around 72%; Here Are 96 Biggest Movers From Yesterday
August 09, 2022
Tickers
AIHS
ALR
ALRN
AMC
Tags
TOMZ
PGY
SBCF
From
Benzinga
Equity Index Futures Slightly Higher As U.S. Dollar Retreats
August 08, 2022
Tickers
BAM
BBBY
BNTX
CAH
Tags
PFE
BBBY
D
From
Benzinga
Why CinCor Pharma Is Trading Higher By 63%, Here Are 79 Stocks Moving In Monday's Mid-Day Session
August 08, 2022
Tickers
ALRN
AMC
AMTD
APRN
Tags
BNTX
WTI
Intraday Update
From
Benzinga
Signify Health (SGFY) Stock Jumps 15% on CVS Takeover Rumors
August 08, 2022
Tickers
CVS
SGFY
Tags
NYSE:SGFY,NYSE:CVS
SGFY
CVS
From
InvestorPlace
Benzinga Before The Bell: Elon Musk Confirms Tesla AI Day Part 2, Dogecoin Scam, BioNTech Q2 Earnings Shocker And Other Top Financial Stories Monday, August 8
August 08, 2022
Tickers
AMZN
BHP
BIDU
BNTX
Tags
TSLA
OZMLF
GM
From
Benzinga
12 Health Care Stocks Moving In Monday's Pre-Market Session
August 08, 2022
Tickers
AEMD
ATNX
CERE
CGTX
Tags
SGFY
QNRX
ZLAB
From
Benzinga
Tesla, Signify Health And Some Other Big Stocks Moving Higher In Today's Pre-Market Session
August 08, 2022
Tickers
BEEM
BNTX
COIN
CVS
Tags
News
MSTR
Penny Stocks
From
Benzinga
Veteran strategist Dennis Gartman says it’s still a bear market with no Fed pivot in sight.
August 08, 2022
Tickers
AAPL
AMC
AMZN
BBBY
Tags
NIO
CVS
ES00
From
MarketWatch
Why Is NuZee Down By Over 21%: Here Are 38 Stocks Moving Premarket
August 08, 2022
Tickers
ACRX
AMTD
APGN
ATOS
Tags
Penny Stocks
CNXA
PHUN
From
Benzinga
U.S. Stock Futures Higher After Friday's Jobs Report
August 08, 2022
Tickers
AIG
BALL
BIDU
BNTX
Tags
Global
A Peek Into The Markets
Pre/Market Outlook
From
Benzinga
CVS Said To Be Eyeing Bid For This At-Home Healthcare Tech Firm
August 08, 2022
Tickers
AMZN
CVS
ONEM
SGFY
Tags
AMZN
Advance Health
Benzinga
From
Benzinga
CVS seeking to buy Signify Health as part of home-health expansion
August 07, 2022
Tickers
CVS
SGFY
Tags
SGFY
CVS
From
MarketWatch
Signify Health, Inc. (SGFY) Q2 2022 Earnings Call Transcript
August 04, 2022
Tickers
SGFY
Tags
SGFY
Market News
Recent Press Releases
From
Motley Fool
Signify Health: Q2 Earnings Insights
August 03, 2022
Tickers
SGFY
Tags
BZI/Recaps
SGFY
Earnings
From
Benzinga
Signify Health Earnings Preview
August 02, 2022
Tickers
SGFY
Tags
SGFY
Earnings
Market News
From
Benzinga
< Previous
1
2
3
4
5
Next >
Stock Quote API & Stock News API supplied by
www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the
Privacy Policy
and
Terms Of Service
.
© 2025 FinancialContent. All rights reserved.